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Turner Investments’s Forward Air FWRD Stock Holding History

Turner Investments’s Portfolio FWRD Stock Details FWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,000
Closed -$266K – 139
2017
Q2 		$266K Buy
+5,000
New +$256K 0.17% 157
2015
Q2 		– Sell
-9,450
Closed -$513K – 298
2015
Q1 		$513K Sell
9,450
-12,640
-57% -$646K 0.09% 221
2014
Q4 		$1.11M Buy
+22,090
New +$1.06M 0.13% 256

Other funds holding FWRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Turner Investments's FWRD Position: Q3 2017 in Review

Turner Investments sold out of Forward Air (FWRD) in Q3 2017, closing a stake of 5,000 shares — an estimated $266K sold.

Turner Investments first reported a position in FWRD in Q4 2014 and held it in 3 quarters. The position peaked at $1.11M in Q4 2014. 184 funds tracked by Wall St. Rank hold FWRD as of Q3 2017.

  • Turner Investments reported no remaining Forward Air position as of Q3 2017 after selling out during the quarter.
  • Turner Investments sold 5,000 Forward Air shares in Q3 2017, an estimated $266K.
  • Turner Investments first reported a position in Forward Air in Q4 2014 and held it in 3 quarters.
  • Turner Investments's Forward Air position peaked at $1.11M in Q4 2014.
  • 184 funds tracked by Wall St. Rank held Forward Air as of Q3 2017.

Based on Turner Investments's 13F filing for Q3 2017, filed 8 Nov 2017.